Client Communications 🎇
Table of Contents
The Send Message option in Client Communications is NOT secure messaging. DO NOT include any PHI when using that feature. |
You'll find the Client Communications tool located at the top of the Client Menu.
Send A Text Message
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Clicking Send Message will open up the window to create a message with the option to select the type of message you'd like to send. |
Message
| The Send Message option will send a text message to the client with no response from client. A good example of this would be a reminder to complete paperwork or bring in completed paperwork to your next appointment. |
ℹ️ Learn how Messages work |
Multiple Choice Question
| The Multiple-Choice Question option is used to create a message for the client with the expectation that there will be a response from the client. This is where you'll enter your question as well as the response options for the client. |
ℹ️ Learn how Multiple-Choice Questions work |
Add Client Contact Log
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Once a message is sent to the client, a log of this is automatically created but you can manually add to this log as well.  |
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The Staff Involved will automatically populate with the user's name, but there is also a drop-down menu to select other staff if you are entering the log on behalf of someone else. Choose:
Date Contacted will automatically populate with the current date and the time, rounded to the nearest five (5) minutes. Next Contact Date is optional but allows you to create a follow-up alert, should there be any reason for follow-up on this particular contact. |
Next Contact Date
| If you enter a Next Contact Date, you'll find the alert for the follow-up at the top of the Care Team screen. |
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The alert is blue when the follow-up is set and up until that set time has been reached.  |
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The alert will change to red once the set follow-up deadline has been reached.  |
